ISHARES TR

Ticker: XVV CUSIP: 46436E569 Class: ESG SELECT SCRE

Heritage Family Offices, LLP's Holding History (CIK: 0002019316)

Note: Option positions (PUT/CALL) are excluded.

Q2 2025
Shares 8,335 Value ($000) $355 Avg Close — Range —
Q1 2025
Shares 8,335 Value ($000) $357 Avg Close — Range —
Q4 2024
Shares 8,335 Value ($000) $378 Avg Close — Range —
Q3 2024
Shares 8,335 Value ($000) $369 Avg Close — Range —
Q2 2024
Shares 8,709 Value ($000) $366 Avg Close — Range —